Mastering Self-Directed IRAs
for Real Estate Investing and Beyond
Equity Trust Company Highlights:
Best SDIRA for Private Equity Forbes Advisor 2024-2025
2025
CST
(Host)
Kristina Chervenka
Five Buffalo Capital
(Guest)
Paul Herbes
Equity Trust Company
This LIVE Webinar is for YOU if you:
Want to diversify your
retirement investments.
Need guidance on SDIRA custodians and processes.
Are new to Self-Directed
IRAs (SDIRAs).
Want expert tips for
managing SDIRAs.
Seeking potential tax advantages for your
retirement savings.
Have questions about 1031 exchanges or SDIRA benefits.
Here’s what we’ll cover:
What is a Self-Directed IRA (SDIRA)?
The role of an SDIRA custodian.
Investment diversification strategies using SDIRAs.
Eligibility and account types for SDIRAs.
Tax advantages associated with SDIRAs.
Tips, considerations, and best practices for SDIRA holders.
A walkthrough of Equity Trust Company’s streamlined process.
Insights into 1031 Exchanges with SDIRAs.
Live Q&A session to address your questions.
Register Now
This webinar is tailored for individuals who want to unlock the full potential of their retirement savings.
You'll find it especially valuable if you are:
Who Should Attend This Webinar?
Aspiring Investors
Looking to diversify your portfolio using alternative investments.
Current IRA or 401(k) Holders
Interested in transitioning to or learning about Self-Directed IRAs (SDIRAs).
Tax-Savvy Planners
Curious about the potential tax benefits of SDIRAs and how to maximize them.
Real Estate Enthusiasts
Eager to understand how to use SDIRAs for property investments, including 1031 exchanges.
Self-Employed Professionals
Exploring SDIRA options tailored to your specific financial goals.
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Anyone looking to diversify their retirement portfolio, take control of their investments, or explore alternative assets can benefit from an SDIRA. This includes individuals with existing IRAs, 401(k)s, or self-employed professionals.
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Yes! SDIRAs offer potential tax advantages such as tax-deferred or tax-free growth, depending on the type of account (Traditional or Roth).
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Equity Trust Company provides a streamlined process to help you set up and manage your SDIRA. From account enrollment to custodial support, their system makes investing in alternative assets simple and efficient.
Are You Having Any Of These Questions?
Meet The Speaker
Kristina Chervenka
Kristina is an accomplished professional with over 19+ years of experience in the property management industry. She received a Bachelor of Arts Degree in Political Science from Oklahoma State University.
Throughout her career, she has demonstrated a strong commitment to excellence and a passion for delivering value to both residents and investors. Kristina's extensive career in property management has spanned various levels and facets of the field, providing her with a well-rounded perspective. She has worked in both public and private real estate companies, managing over $200 million in assets, gaining valuable insights and experiences that have contributed to her success in the industry. Her forward thinking approach has yielded positive results, optimized efficiency, and enhanced the overall resident experience.
Chief Operating Officer and Co-Founder
Paul Herbes
Paul Herbes is an Account Executive II with Equity Institutional Services where he assists entities and clients in building and preserving wealth, increasing their cash flow, and deferring taxes.
He has been a part of multiple industries previously: construction, education, information technology, and even coaching. Paul Herbes resides in Sioux Falls, South Dakota with his wife and two daughters. Paul Herbes had the opportunity to play football for and continued to graduate from Augustana University with degrees in business administration with an emphasis in management, another degree in sports management, and a minor in psychology. Paul also completed his Master of Science in Strategic Leadership at Black Hills State University where he also coached football. In his free time, Paul enjoys reading, taking his dogs on long walks, and viewing NFL & NBA games.
Equity Trust Company
Disclaimer:
Equity Institutional Services provides dedicated support and administrative solutions for institutional clients of Equity Trust Company. Equity Trust Company is a directed custodian and does not provide tax, legal, or investment advice. This webinar is for educational purposes only. Always consult your tax attorney or financial professional when making investment decisions.